how to capture another Field data into Summary Field

Kishor Mudhili
Contributor
February 27, 2024

hello Guys,

i have created Service Request, in the SR we have Summary field (by default it's mandatroy in Global level). So I have make hidden and provided some dummy text. in same SR we have antoher custom field. I want to capture customer field information into Summary in issue.

how it's possible ?

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John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 27, 2024

Hi Kishor,

You can create an automation rule based on an Issue Created trigger.

Then add an action for Edit Issue.

In the Summary field use: {{issue.Custom Field}} where Custom Field is the exact name of your custom field, including case.

Kishor Mudhili
Contributor
February 28, 2024

@John Funk : thank you so much for your help, it's working as we expected

Like John Funk likes this

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